What are you assuming that is stopping you from retiring? As human beings, we learn by assuming things. Once we have done something once, we assume it will work again next time. It’s how we embed learning - and if we didn’t we would have to learn every small thing...
Financial Planning
Do your meetings inspire you?
Have you ever considered HOW you meet? Really stopped to notice and think about the dynamics in your meetings and whether they are serving you, or working against you? If your meetings aren't inspiring you and everyone in them, perhaps you need to have a rethink. I...
Leading the Call of (Consumer) Duty
Consumer Duty, the latest regulatory initiative for the Financial Services Sector has been finalised. We have timeframes to implement it, and I’m seeing lots of fabulous guidance and advice coming from some great sources. But how do we lead teams through this change...
A tale of three Paraplanners or “Please just give it a go!”
I often hear leaders and managers express a wish that members of their team would be more proactive. I’ve wished it myself. Well, wishing clearly doesn’t work! So, what else could we do to tackle this? If you’re not in Financial Planning, likelihood is that you’ve...
Can confidence be rebuilt through listening?
For a while now, I’ve been noticing how many women I work with seem to lack confidence in their abilities. When I ask in the early stages of coaching female clients, or even in development reviews “What is it you would like to achieve?” I often hear answers like “I...
Where does the Thinking Environment meet Financial Planning?
What are you assuming that is stopping you from retiring? As human beings, we learn by assuming things. Once we have done something once, we assume it will work again next time. It’s how we embed learning - and if we didn’t we would have to learn every small thing...
Do your meetings inspire you?
Have you ever considered HOW you meet? Really stopped to notice and think about the dynamics in your meetings and whether they are serving you, or working against you? If your meetings aren't inspiring you and everyone in them, perhaps you need to have a rethink. I...
Leading the Call of (Consumer) Duty
Consumer Duty, the latest regulatory initiative for the Financial Services Sector has been finalised. We have timeframes to implement it, and I’m seeing lots of fabulous guidance and advice coming from some great sources. But how do we lead teams through this change...
A tale of three Paraplanners or “Please just give it a go!”
I often hear leaders and managers express a wish that members of their team would be more proactive. I’ve wished it myself. Well, wishing clearly doesn’t work! So, what else could we do to tackle this? If you’re not in Financial Planning, likelihood is that you’ve...
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